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Not Quite the Right Product for Legal Users
What do you like best about the product?
It seems it was pretty easy for our business users to learn how to use and once I learned the workarounds, it became easier for legal users as well.
What do you dislike about the product?
1. There's no way for Legal to make edits to a document without having to submit it as a change request which we then have to approve ourselves. Seems circular.
2. The list of changes on the side should be presented in the order they appear in the document instead of in the order that the end user made them. It's hard to go through the changes if the user didn't make them in the order they appear.
3. The document should scroll in sync with the list of changes. It's hard to have to go back and forth and is made worse by the fact that the changes don't appear in order.
4. There's no way to handle documents that are not one of the existing templates so if we have to use the other side's paper, it has to happen outside of the system.
5. You can't upload documents that you have made offline changes to if the document is now a different number of pages than the original.
6. The edits appear in so many changes (ex: deleting one line may result in three changes) that there are too many to go through in a reasonable amount of time.
7. There are too few status choices. Basically I have to open every document to see whether it's been internally published or what stage it's at because they all appear as "open."
2. The list of changes on the side should be presented in the order they appear in the document instead of in the order that the end user made them. It's hard to go through the changes if the user didn't make them in the order they appear.
3. The document should scroll in sync with the list of changes. It's hard to have to go back and forth and is made worse by the fact that the changes don't appear in order.
4. There's no way to handle documents that are not one of the existing templates so if we have to use the other side's paper, it has to happen outside of the system.
5. You can't upload documents that you have made offline changes to if the document is now a different number of pages than the original.
6. The edits appear in so many changes (ex: deleting one line may result in three changes) that there are too many to go through in a reasonable amount of time.
7. There are too few status choices. Basically I have to open every document to see whether it's been internally published or what stage it's at because they all appear as "open."
What problems is the product solving and how is that benefiting you?
We were trying to make things easier for our business clients, but it ended up being more work for Legal. I think if you have a very simplistic contract process where redlines are rarely made, this is probably a great product for you. But when you need to make edits on a regular basis, it's actually more work to use the system than just using Word and email.
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Great customer service from Conga
What do you like best about the product?
I like the option of chat. it's helpful when I am having urgent on conga
What do you dislike about the product?
SomI wish if conga will tell you exactly what errors caused the doc generation to fail, without having to look at the excel data sheet
What problems is the product solving and how is that benefiting you?
Contracts, invoices, proposals
Great tool if you get all the input setuup correctly
What do you like best about the product?
I like the Salesforce integration, all the information is already in salesforce and saves a step in having to put it in to a report.
What do you dislike about the product?
Some presentations come out poorly formatted. Formatting can be an issue. When publishing it can take a long time to finalize.
What problems is the product solving and how is that benefiting you?
Efficiency, makes some of our workflows faster.
Recommendations to others considering the product:
Overall will get the job done.
A good tool for building and tracking proposals/agreements
What do you like best about the product?
Love the level of customization and tracking that you have at your fingertips
What do you dislike about the product?
As a proposal template goes on it can be frustrating and cumbersome to make fonts and sizes match up and appear templated.
What problems is the product solving and how is that benefiting you?
Proposals were being used as a step in the process and the team wasn't sure when someone was really taking the time to read through the proposal for next steps. Conga helped remove that concern.
Better keeps getting Better
What do you like best about the product?
Friendly and fast. With Sales people chomping at the bit to close we rely on Conga/Octiv to be there when we need it. Always quick and reliable for that professional look and ease to sign a client in a flash.
What do you dislike about the product?
nothing at the moment. There is always room for improvement but Conga/Octiv always seem to be proactive and ready for the next updates and features before their customers are.
What problems is the product solving and how is that benefiting you?
Time Saving is key with a new business unit that we have added. With the integration of Formstack we can cut time for filling out PDF Contracts by using the Web Merge feature along with Integrating with Salesforce to send documents to our clients faster than ever before.
Efficient but slow
What do you like best about the product?
That I can create any simple document and help me automatize processes inside my sales team.
What do you dislike about the product?
The fact that it is slow to load and even if it works in the app, it's double the time to load and because it is a pop up it can be, but I understand it is heavy.
What problems is the product solving and how is that benefiting you?
Generating different types of contracts as well as job orders for our project management team.
Simple, but powerful Document Creation for Salesforce
What do you like best about the product?
After set up, customization and document generation were easy. Once templates were loaded in, proposal's came out looking great and consistent across agents.
What do you dislike about the product?
Setup was involved and took some time to dedicate to learning the system. I found the search tool to find the correct fields a little lacking, and had to manually create some based on formats I could find.
What problems is the product solving and how is that benefiting you?
Generating great looking customizable quotes from Salesforce was an issue. Conga helped us solve this with their tools. We've since used Conga to help us compile notes from trade show trips which allow supervisors to easily collect and display all comments in separate categories for review.
Recommendations to others considering the product:
Take your time, get to know the concepts and Conga will be a breeze! The search terms are flexible and you can generally modify one to pull the information you need should the search results not find you the right field.
We've been here since Tinderbox
What do you like best about the product?
The user interface is the best part of the product. We appreciate the fact that the customer can look at the portions that matter to them most, and that acceptance is covered in a button. The tracking features are also key in pushing negotiations forward as it eliminates the "I haven't seen it" time buying excuse.
What do you dislike about the product?
We joined up with the Tinderbox functionality expectations. Redlining not being available in the proposal has degraded the value proposition internally because we have built so much infrastructure around that part of the product.
What problems is the product solving and how is that benefiting you?
Time to sign is constantly reducing.
Recommendations to others considering the product:
Find a way to get to the middle ground between Conga Composer and this generation of the Octiv product. Redlining is an essential function and not having it causes customers to try and work in the PDF which breaks continuity.
Great Support
What do you like best about the product?
We started working with Tinderbox, which then became Octiv, which is now Conga Collaborate. The staff along the way has always been helpful and they provide great resources and new tips and tricks constantly.
What do you dislike about the product?
With the name changes, some of the content we used to work with has been a little confusing, but for the most part, the transition has been smooth. The only specific example I can think of is the remaining of the Assets section to Content since there used to be a separate Content section.
What problems is the product solving and how is that benefiting you?
We have been able to streamline our proposal process because of Conga. We have many different services we offer our customers and there is no one size fits all solution when it comes to our industry. Conga has made it easy to create different drag and drop content sections so our sales team is always using up to date information on our services.
Recommendations to others considering the product:
If you have multiple products or services that you constantly have to generate new proposals for, Conga is a great platform.
Conga is great!
What do you like best about the product?
Speeds up efficiency of getting contracts turned back around for our clients!
What do you dislike about the product?
Hard to edit boxes, text, and formatting
What problems is the product solving and how is that benefiting you?
Speedier turn around on agreements. Dont have to worry about paper/faxing. Closes deals quicker
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